KNOW WHAT TO EXPECT

Your tools, clearly explained.

Available means the workflow is implemented for eligible workspaces. Your package, company permissions and setup determine access. A service listed here is not a promise that every customer account is already connected.

Available

Properties, residents & recorded ledgers

Manage company records, review balances and export information within your assigned access.

Core workspace

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Maintenance & vendors

Track work requests, assignments, evidence and recorded costs.

Core workspace; advanced tools depend on package

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Leasing & showing appointments

Publish approved showing times, accept bookings and review move-in requirements.

Approved Owner Portal

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Inspections, purchases & equipment

Capture inspection evidence, review vendor quotes and invoices, and track equipment service.

Advanced operations; confirm your package

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Resident services

Residents can request the amenities, parking and appointments offered by their property.

Invited residents at configured properties

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Investor records & reviews

Share approved documents, track capital calls and record reviewed allocations. Recorded contributions do not move money.

Investor access requires a company invitation

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Reports & internal automation

Save reports and activate supported rules for internal notices and tasks.

Company administrator setup and assigned permissions

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Email-code company sign-in

Existing invited users can request an email code and enter their assigned workspace.

Active company account

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Requires setup

Google & Apple sign-in

Available sign-in methods appear on the login page after provider setup and verification.

No separate Key Managing sign-in add-on

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Online subscriptions & trials

You can save your package selection. A paid service or trial starts only after the checkout and activation requirements are completed.

Accepted package and billing authorization

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Electronic signatures

Review documents and signers before sending through an activated signing account.

Published e-sign terms and company activation

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Model-powered AI assistance

Requires a verified provider connection, company permission and usage limits. Guided navigation and manual workflows remain available.

Plan allowance or accepted AI upgrade

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Business calls, texts & AI phone worker

Requires an activated phone account, number, carrier requirements and accepted service terms.

Plan communication allowance; AI phone worker is optional

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Live bank feeds & payment settlement

Recorded payments and statement imports are distinct from live bank transfers. Provider onboarding and reconciliation checks are required.

Separate provider and payment terms

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Listing distribution & applicant screening

Requires an approved partner, appropriate permissions and completed provider-specific workflows.

Separate provider terms and quoted charges

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Planned

Two-way external calendar sync

Calendar downloads are available for bookings. Live Google or Microsoft calendar sync needs an additional connection and sync workflow.

Compatibility and scope review

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Release information reviewed September 15, 2026. Ask about your account’s availability.